Cordi Powell - Financial Coach, Author at SUM180

You two are in love, but their finances are a mess. Protect yourself and thrive together

January 19, 2020July 13, 2023Navigate life changes2 Comments

Cordi Powell - Financial Coach

Money Myths for Newlyweds: Don’t let these 4 financial misconceptions torpedo your marriage

January 19, 2020July 13, 2023Navigate life changesLeave a comment

Cordi Powell - Financial Coach

4 Signs You Should Find a New Financial Adviser

September 15, 2019February 28, 2020Get to know our advisers, Grow your savings, Navigate life changes2 Comments

Cordi Powell - Financial Coach

I have had several clients tell me that their previous advisers told them to “just trust me.” I don’t think that is an appropriate response when a client has a question. Your adviser should never dismiss your concerns.

We Are Emotional About Our Money

March 9, 2019July 28, 2020Financial wellness, SUM180: Our storybuilding sum180, get to know our advisers1 Comment

Cordi Powell - Financial Coach